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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.14%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$355M
4
AC
4
Allstate Corporation
Illinois
$130M
5
LPL Financial
5
LPL Financial
California
$519M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
PWLP
1251
Prio Wealth Limited Partnership
Massachusetts
– – -2,969 Closed
MA
1252
MAS Advisors
Florida
– – -2,490 Closed
OWM
1253
OneAscent Wealth Management
Alabama
– – -2,436 Closed
VFPW
1254
Vantage Financial Partners (Wisconsin)
Wisconsin
– – -2,399 Closed
AC
1255
Anson Capital
Georgia
– – -2,386 Closed
WEG
1256
World Equity Group
Illinois
– – -2,365 Closed
LA
1257
Latitude Advisors
Florida
– – -2,356 Closed
FAAM
1258
First Ascent Asset Management
Colorado
– – -2,296 Closed
HT
1259
Headlands Technologies
Illinois
– – -2,286 Closed
PCH
1260
PGIM Custom Harvest
New Jersey
– – -2,229 Closed
GBWM
1261
Granite Bay Wealth Management
New Hampshire
– – -2,100 Closed
DCM
1262
DGS Capital Management
New Jersey
– – -2,088 Closed
BWP
1263
Balboa Wealth Partners
Arizona
– – -2,078 Closed
MA
1264
MONECO Advisors
Connecticut
– – -1,971 Closed
RIS
1265
Retirement Income Solutions
Michigan
– – -1,951 Closed
HA
1266
Hofer & Associates
California
– – -1,930 Closed
HCM
1267
Howard Capital Management
Georgia
– – -1,895 Closed
EFL
1268
ERn Financial LLC
Wisconsin
– – -1,894 Closed
MFG
1269
Monumental Financial Group
Maryland
– – -1,385 Closed
CBT
1270
Central Bank & Trust
Kentucky
– – -1,282 Closed
OC
1271
Oakworth Capital
Alabama
– – -1,282 Closed
PCM
1272
Pointe Capital Management
Michigan
– – -1,195 Closed
AWM
1273
Accel Wealth Management
Iowa
– – -875 Closed
MWC
1274
MBM Wealth Consultants
Missouri
– – -808 Closed
TFM
1275
TFC Financial Management
Massachusetts
– – -652 Closed
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